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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,261 | $183,988+27.9% | $162,177+45.1% | $152,897+53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.13% | 150.79%-137.7pp | 115.60%-102.5pp | 345.43%-332.3pp |
| Employer contribution / active EE | $3,000 | $6,370-52.9% | $5,613-46.6% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,445 | $13,123-58.5% | $10,843-49.8% | $11,599-53.1% |